Rival Workflow Just Got Smarter: Introducing Dynamic Templates
Jon Bauer
Product Marketing Manager
Say goodbye to manual document headaches.
By nature, HR teams juggle countless documents, it comes with the territory. Offer letters, internal transfer acknowledgements, offboarding notices – they have to be accurate, compliant, and consistent. Every HR practitioner has templates to work off of but variables like location, department, and employee-specific details have to be updated quickly and correctly, which is time consuming and tends to be error prone.
With Dynamic Templates, that changes. With the release of this feature in Rival Workflow, you can create self-service, letter-style forms with built-in automation, eliminating delays, reducing errors, and keeping it all compliant, all without the complexities of code or calls to technical support. Read on to learn about this newest time-saving innovation.
What are dynamic templates?
Dynamic Templates are letter-style forms that put HR teams in control of document creation. No more formatting struggles, manual editing, or approval chasing. This automated approach gives you the power to:
- Quickly build, customize, and send professional, policy-compliant letters
- Use rule-based logic and employee data for accuracy and personalization
- Integrate directly with your existing workflows
- Easily get signatures without tapping into 3rd party resources
You and your team can now automate and standardize document processes without external tools or technical intervention.
Why does this matter for my team?
Your team shouldn’t have to spend hours on repetitive document tasks. But too often, we get stuck in loops of reformatting, tracking down approvals, and triple-checking compliance details. It’s frustrating, inefficient, and keeps HR from focusing on the human element of Human Resources.
With Dynamic Templates, that cycle ends and teams can work smarter, not harder.
- Speed & Efficiency: No copy-pasting or sifting through multiple versions of the same document. Generate, update, and send letters in seconds.
- Compliance & Consistency: Dodge compliance gaps and formatting mistakes, rule-based logic keeps every document consistent and policy-aligned.
- Automation Ready: Rival Workflow handles the approvals, pre-filled fields, and document tracking so teams can focus more on people and less on paperwork.
- Improved Experience: Whether it’s an offer letter or a promotion notice, clear, professional documents make every milestone elevated and fast.
How do Dynamic Templates work?
Let’s say you represent an organization that focuses heavily on internal mobility. Rival Workflow already automates the finer details of executing internal transfers but, to make it official, you need a formal offer letter for employees’ new positions. Instead of manually drafting these documents each time or creating a template with bold, highlighted sections to edit for each employee, Dynamic Templates simplifies and scales the process.
Using the no-code, drag-and-drop editor, you can set up an Internal Transfer Letter template that will automatically add:
- Your company’s logo and letterhead
- Dynamic placeholders for the employee’s name, new role, department, and effective date
- Pre-set approval workflows and eSignature fields
Customize the letter, define visibility rules so the team only sees relevant templates, then save it and add it as a step in your Internal Transfer Workflow. Now, it’s ready to go!
When an internal transfer request comes in, HR selects the template and Rival Workflow auto-fills the details, customizes the content for specifics, and sends it for signature, all within a matter of minutes. No manual entry, no back-and-forth formatting, no errors or delays.
If the need for modification arises, changes can be made and saved easily.
HR’s work should be about people, not paperwork. With Dynamic Templates in Rival Workflow you can eliminate the manual documents, modernize your workflow, and ensure every letter is accurate, compliant, and automated.
Say goodbye to document delays, bid adieu to formatting struggles, and say hello to fast, smart, self-service document creation.
Dynamic Templates are live now in Rival Workflow.
